Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund - 2 vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund - 2
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.24%
3.51%
6 Months
10.62%
6.80%
1 Year
14.93%
2.38%
3 Years
—
13.18%
5 Years
—
—
Since Inception
17.55%
14.39%
Fund Age
2 yrs 8 mo
4 yrs 7 mo
AUM
₹2,427.94 Cr
₹196.51 Cr
Alpha – 1 Year
13.41%
−1.17%
Alpha – 3 Years
—
−0.04%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
21.05%
16.17%
Volatility – 3 Years
—
16.05%
Beta – 1 Year
1.17
0.85
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.50
-0.11
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.74%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−11.46%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 15% · S 35%
L 43% · M 30% · S 23%
Number of Stocks
36
31
Portfolio P/E
22.84
40.67
Top 5 Holdings
Aditya Birla Capital Ltd · 5.18%
Vedanta Aluminium Metal Ltd · 4.99%
LESS THAN 1% · 4.96%
Cash & Cash Equivalent · 4.96%
State Bank of India · 4.48%
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
Top Sectors
Financial Services · 33.45%
Metals & Mining · 9.98%
Healthcare · 9.16%
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%